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Find the problem. Draft the fix. Show the redline.

Proactive compliance, built to scale to thousands of documents

Client
Financial services firm
Sector
Financial services
Timeline
4 weeks
Live preview
0Documents reviewed, with room for thousands more
0%Of issues fixed by agent edits with human sign-off
0%Less time spent on manual review
< 0 hrsFrom a regulation change to an estate-wide check

The problem

Thousands of policies, client letters and marketing documents, and a small compliance team checking them by hand after the fact.

What we built

Rulebook compiler

Regulations and internal policies are turned into precise, testable checks that the agents run against every document.

Review agents

Agents read each document, cite the rule, and explain why a passage is a problem.

Redline drafting

Fixes are written as tracked changes in Word, so reviewers approve edits rather than rewriting them.

Always-on monitoring

New documents are checked as they are created. When a rule changes, the whole estate is re-checked overnight.

How it works

  1. 01Ingest the document estate
  2. 02Compile rules into checks
  3. 03Agents flag and cite
  4. 04Draft tracked-change fixes
  5. 05Officer approves

Stack

ClaudeSharePointMicrosoft Word add-inPostgres + pgvectorPythonAzure

Outcome

Compliance moved from reactive review to proactive monitoring, with an audit log for every decision.

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